Trust & Estate Client Services Specialist
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-09-05
Listing for:
Apex Systems
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Everforth Apex Systems is seeking a Client Service Representative in Tampa, FL, onsite from 8:30 am to 5 pm EST. This role focuses on sustaining client relationships across fiduciary, investment management, estate settlement, guardianship, and custody accounts.
You will coordinate account administration, respond to client inquiries, and oversee action plans and transaction processing. Strong communication, financial services knowledge, and Peoplesoft experience are essential for success.
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